Proposals

a proposal provides an estimate or quote detailing work to be performed and the estimated cost for that work a proposal is typically given to the customer for approval before the work is scheduled and completed see job documents docid 39f803gq94n5941ynuxcv for information on selecting job details for creating a proposal creating a proposal when creating a proposal, a modal dialog will be displayed, presenting a summary of the costs for the proposal the modal dialog lets you quickly review the information before creating the proposal use the preview button to preview the proposal pdf preview allows you to review the proposal before creating it proposal options there are several options available for creating a proposal, including setting the date of the proposal by default, the date is set to the current date, allowing you to back date a proposal, or set the date to a time in the future changing part of the filename for the pdf that will be created for the proposal including a job description on the proposal setting the description on the job is optional appending your company's pdf contract to the proposal see company information docid\ sjqw5sbikcrndccva7bo for instructions on how to upload your contract pdf there is also a system settings docid\ pg6dnvp6ywtdh g0ecaeu to default this checkbox to 'on' so that the contract is appended to a proposal by default emailing the proposal immediately after it is created the email editor will be displayed, allowing you to edit the email and its recipients before sending it proposal system settings several system settings can be used to configure how proposals are created see system settings docid\ pg6dnvp6ywtdh g0ecaeu proposal documents once the proposal is created, it will be displayed in the documents section of the job clicking on the action button (the ellipsis button with three dots) provides a menu of the various options available for the proposal